2026-05-14T11:06:14-05:00 2025-12-31 990PF 2025-01-01 586001954 Joseph B Whitehead Foundation JOSE 4045226755 191 Peachtree Street NE 3540 Atlanta GA 303031799 Erik S Johnson President 4045226755 2026-05-14 2025 2025-03-06 01:10:19Z X 2164760493 X X 737522 737522 54598180 54598180 45000 45000 42750 297250111 433762904 294455798 352630813 349836500 507761 113315 394446 236812 14026 222786 172078 17502 154576 21024 1892 19132 328408 322495 5913 4426200 0 0 1281 115 54847 4936 49911 15364 6675 8689 332 30 302 55521 6437 49084 5819628 487423 904839 76134821 76134821 81954449 487423 77039660 270676364 349349077 7550 7299 7299 16395510 8678245 8678245 389561649 1764777 1335666580 71143 71143 71143 2700000 0 706574571 817349589 62906 60579 2116 2327 2327 165284 177028 356453 406203252 717275390 2164760493 843 3470 843 3470 X 406202409 717271920 406202409 717271920 406203252 717275390 406202409 270676364 40393147 717271920 0 717271920 PUBLICLY TRADED SECURITIES 433762904 136512793 297250111 3096000 301687 2794313 294455798 294455798 4855952 0 4855952 0 4855952 4504065 0 0 0 4504065 X 0 351887 0 0 0 0 0 0 0 0 0 0 1 1 GA 1 0 0 0 1 1 www.jbwhitehead.org Sara E Blalock Secretary 4045226755 191 Peachtree Street NE Suite 3540 Atlanta GA 30303 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 E Jenner Wood III 191 Peachtree St Suite 3540 Atlanta GA 30303 Trustee- Chair 3.00 35000 0 1034 Lawrence L Gellerstedt III 191 Peachtree St Suite 3540 Atlanta GA 30303 Trustee 1.00 25000 0 1034 Joseph A Arnold 191 Peachtree St Suite 3540 Atlanta GA 30303 Trustee 1.00 25000 0 1034 P Russell Hardin 191 Peachtree St Suite 3540 Atlanta GA 30303 President - retired 1/31/2025 8.00 214695 3134 1073 Erik S Johnson 191 Peachtree St Suite 3540 Atlanta GA 30303 President - elected 2/1/2025 8.00 99212 20862 1487 Eli P Niepoky 191 Peachtree St Suite 3540 Atlanta GA 30303 Treasurer 8.00 74774 20920 1326 Sara E Blalock 191 Peachtree St Suite 3540 Atlanta GA 30303 Secretary - elected 2/1/2025 8.00 51093 14949 1326 Sarah Tablan 191 Peachtree St Suite 3540 Atlanta GA 30303 Controller 8.00 40226 13019 292 Elizabeth Smith 191 Peachtree St Suite 3540 Atlanta GA 30303 Grants Program Direc 8.00 40874 10041 292 0 TRUIST 303 PEACHTREE ST ATLANTA GA 30308 INVESTMENT ADVISOR 136451 T ROWE PRICE ASSOCIATES PO BOX 64043 BALTIMORE MD 21264 INVESTMENT MANAGER 109595 GANNETT WELSH & KOTLER LLC 222 BERKELEY STREET 15TH FLOOR BOSTON MA 02116 INVESTMENT MANAGER 74364 0 0 2092490619 190265 3024784 2095705668 27086938 0 2095705668 31435585 2064270083 103213504 103213504 4855952 4855952 98357552 0 98357552 0 98357552 77039660 0 77039660 98357552 76261616 0 0 77039660 76261616 0 0 778044 0 0 0 0 0 0 0 0 97579508 0 0 0 Erik S Johnson President 191 Peachtree St Suite 3540 Atlanta GA 30303 4045226755 Application form not required. Proposals should be submitted via the Foundation's online application portal on its website. Before submitting a formal grant request, prospective grantees are encouraged to submit an informal inquiry to fdns@woodruff.org. The grant request should be made in letter form and include the following information: - A description of the organization, its purposes, programs, staffing and governing board - The organization's latest financial statements including the most recent audit report - A description of the proposed project and full justification for its funding - An itemized project budget, including other sources of support in hand or anticipated - Evidence from the IRS of the organization's tax-exempt status and that the applying organization itself is not a private foundation. Grants are considered in April and November for requests received by February 1 and August 15. Grants are made to public charities that provide a full range of basic human services to citizens of metropolitan Atlanta. The Foundation has a particular interest in supporting organizations that serve children and youth. In recent years, the Foundation has concentrated a significant portion of its giving on improving the quality and accessibility of early childhood development programs in metro Atlanta, on increasing literacy rates, and on boosting college enrollment and graduation rates for Atlanta Public Schools graduates. Grants are reserved for well-established public charities with a broad base of community support. The Foundation provides support for capital projects and programmatic expenses. No grants are made to individuals. America's Promise Alliance 1110 Vermont Avenue Northwest Washington DC 20005 PC Launch of Atlanta Alliance to build capacity and collaboration across youth-serving organizations. 150000 ArtsNOW 10 Glenlake Pkwy Suite 130 Atlanta GA 30328 PC Expansion of SmART Literacy initiative to improve K-3 literacy through arts integration at four metro Atlanta schools. 145000 Atlanta Community Food Bank 3400 North Desert Drive East Point GA 30344 PC $19.3 million campaign to expand food distribution capacity with capital and technology updates. 2000030 Atlanta Community Food Bank 3400 North Desert Drive East Point GA 30344 PC Support of capacity-building needs to meet increased demand for food assistance. 2100000 Bethany Christian Services 1408 Southlake Plaza Drive Morrow GA 30260 PC $5.75 million campaign to establish a permanent home for transitional foster care program and Atlanta offices. 400000 Boys & Girls Clubs of Metro Atlanta 2880 Dresden Drive Atlanta GA 30341 PC Operating support. 2000000 Center for the Visually Impaired 739 West Peachtree Street Northwest Atlanta GA 30308 PC Implementation of strategic plan to strengthen and improve services for the visually impaired. 400000 CHRIS 180 1030 Fayetteville Road SE Atlanta GA 30316 PC Support to expand and retain therapist workforce. 500000 Communities in Schools of Atlanta 260 Peachtree Street Suite 750 Atlanta GA 30303 PC Expansion of dropout prevention program in Atlanta Public Schools. 230000 Communities in Schools of Georgia 565 Northside Drive SW Suite C202 Atlanta GA 30310 PC Operating support for CISGA, which works to improve students' academic performance and reduce dropout rates. 850000 Community Foundation for Greater Atlanta 191 Peachtree Street NE Suite 1000 Atlanta GA 30303 PC For the Joseph B. Whitehead Fund to support Achieve Atlanta, an initiative to improve the postsecondary success of students in Atlanta Public Schools. 15000003 Community Foundation for Greater Atlanta 191 Peachtree Street NE Suite 1000 Atlanta GA 30303 PC For the Joseph B. Whitehead Child Well-Being Fund. 7500002 Community Foundation for Greater Atlanta 191 Peachtree Street NE Suite 1000 Atlanta GA 30303 PC Support of Learn4Life's Atlanta Vision Project to provide vision care for elementary school students in metro Atlanta. 1500000 DDD Foundation Inc PO BOX 191526 ATLANTA GA 311191526 PC Expansion of dental clinic serving patients with developmental disabilities. 150000 Georgia Campaign for Adolescent Power & Potential 1849 The Exchange Southeast Atlanta GA 30339 PC Implementation of strategic plan to improve adolescent health outcomes. 500000 Georgia CASA 104 Marietta Street NW Suite 600 Atlanta GA 30303 PC Operating support for organization providing advocates for children in foster care. 600000 Georgia Family Connection Partnership 235 Peachtree Street Suite 1600 Atlanta GA 30303 PC Support of statewide network ($700,000) and dropout prevention cohort ($250,000). 950000 Georgia Leadership Institute for School Improvement 3237 Satellite Boulevard Suite 460 Duluth GA 30096 PC Operating support for organization working to improve K-12 public education through leadership development. 1000000 Georgia Partnership for Excellence in Education 270 Peachtree Street Suite 2200 Atlanta GA 30303 PC Operating support for organization working to improve K-12 public education through research and public policy. 675000 Georgia State University Research Foundation 58 Edgewood Ave SE 3rd Floor Atlanta GA 30303 PC Support for the After-School All-Stars program and summer academy at Sylvan Hills Middle School and Hollis Innovation Academy. 300000 Georgia State University Research Foundation 58 Edgewood Ave SE 3rd Floor Atlanta GA 30303 PC Expansion of ARCHI Community Resource Hubs to nine new sites to improve access to health and social services. 200000 Helping Mamas 4487 Park Drive Suite A1 Norcross GA 30093 PC Relocation to a larger facility to expand distribution of essential baby supplies and hygiene products to families in crisis. 100000 Hope Atlanta 458 Ponce De Leon Avenue NE Atlanta GA 30308 PC Expansion of behavioral healthcare services as part of $10 million campaign. 1000000 Horizons Atlanta 505 10th Street NW Atlanta GA 30332 PC Addition of kindergarten cohorts for academic enrichment program. 450000 Junior Achievement of Georgia 275 Northside Drive NW Atlanta GA 30314 PC Establishment of the JA Discovery Center in Clayton County. 500000 LaAmistad 3434 Roswell Road Atlanta GA 30305 PC Support to expand early learning programs, add math and reading coordinators, and improve data systems. 195000 Los Ninos Primero 471 Mount Vernon Highway NE Sandy Springs GA 30328 PC Support of summer program expansion. 300000 Neighborhood Meals on Wheels PO Box 921512 Norcross GA 30010 PC $1.5 million campaign to construct a new kitchen to expand services for seniors in Gwinnett County. 300000 Next Generation Men & Women 352 University Ave SW Unit W105 Atlanta GA 30310 PC Expansion of college and career readiness program in metro Atlanta. 150000 Partners for HOME 818 Pollard Boulevard SW 3rd Floor Atlanta GA 30315 PC Support of citywide strategy to develop new housing units and scale services for the homeless. 12000000 Teach For America - Metro Atlanta 1360 Peachtree Street NE Atlanta GA 30309 PC Support for the recruitment, training and placement of corps members in metro Atlanta schools. 550000 The Center for Children & Young Adults 2221 Austell Road Southwest Marietta GA 30008 PC Capital improvements to expand transitional living program for youth. 100000 The Furniture Bank of Metro Atlanta 908 Murphy Avenue Southwest Atlanta GA 30310 PC $6.5 million campaign to acquire, renovate and equip a warehouse for organization providing furniture to people in need. 1000000 The Kindezi Schools PO Box 55605 Atlanta GA 30308 PC Implementation of STEAM certification for public charter school network. 250000 The Leadership Academy PO Box 24995 New York City NY 10087 PC Expansion of leadership development program within Atlanta Public Schools. 200000 The Posse Foundation 101 Marietta Street NorthWest Atlanta GA 30303 PC Support of program to recruit metro Atlanta high school students to attend selective colleges on full scholarships. 200000 The Warrior Alliance 800 Battery Avenue Southeastsuite 130 Atlanta GA 30339 PC Capital costs associated with expanding services for Georgia veterans. 300000 United Way of Greater Atlanta 40 Courtland Street Northeast Atlanta GA 30303 PC Priority initiatives of the Regional Commission on Homelessness. 5000000 United Way of Greater Atlanta 40 Courtland Street Northeast Atlanta GA 30303 PC Priority initiatives of Smart Start to improve the quality and accessibility of early childhood education in metro Atlanta. 15939786 Ventures ATL 201 Allen Road NE Atlanta GA 30328 PC Support to expand employment opportunities for individuals with autism and other developmental differences. 100000 Voices for Georgia's Children 75 Marietta Street NW Atlanta GA 30303 PC Support of operations ($250,000) and the Georgia Statewide Afterschool Network ($100,000). 350000 76134821 America's Promise Alliance 1110 Vermont Avenue Northwest Washington DC 20005 PC Launch of Atlanta Alliance to build capacity and collaboration across youth-serving organizations. 100000 CHRIS 180 1030 Fayetteville Road SE Atlanta GA 30316 PC Support to expand and retain therapist workforce. 500000 Christian City 7345 Red Oak Road Union City GA 30291 PC $18.2 million campaign to construct an early learning center, expand housing for transition-age foster youth, and make campus improvements. 1500000 Community Foundation for Greater Atlanta 191 Peachtree Street NE Suite 1000 Atlanta GA 30303 PC Support of Learn4Life's Atlanta Vision Project to provide vision care for elementary school students in metro Atlanta. 1500000 Georgia Justice Project 438 Edgewood Avenue Southeast Atlanta GA 30312 PC $6.8 million campaign to acquire and renovate a new facility for organization providing legal and social services. 750000 Hope Atlanta 458 Ponce De Leon Avenue NE Atlanta GA 30308 PC Expansion of behavioral healthcare services as part of $10 million campaign. 750000 The Leadership Academy PO Box 24995 New York City NY 10087 PC Expansion of leadership development program within Atlanta Public Schools. 200000 5300000 14 737522 14 54598180 16 42750 18 297250111 0 352628563 0 352628563 0 0 0 0 0 0 0 0 0 0 AUDIT FEES 16875 1519 15356 OTHER ACCOUNTING FEES 4149 373 3776 AV EQUIPMENT 2011-07-01 2519 2519 SL 5.000000000000 0 0 FURNITURE AND EQUIPMENT 2011-07-01 39675 39675 SL 7.000000000000 0 0 LEASEHOLD IMPROVEMENTS 2011-07-01 19220 17104 SL 15.000000000000 1281 0 FURNITURE AND EQUIPMENT 2026-10-01 49 SL 7.000000000000 0 0 LEASEHOLD IMPROVEMENTS 2026-10-01 1443 SL 15.000000000000 0 0 CORPORATE STOCK 1764777 1335666580 MONEY MARKET FUND AT COST 2006258 2006258 ISHARES CORE 1-5 YEAR USD BOND ETF AT COST 39205649 39150101 ISHARES CORE MSCI DEV MKTS AT COST 39205644 39414058 ISHARES CORE MSCI EMERGING MKTS ETF AT COST 15648546 15674292 ISHARES CORE S&P TTL US STK MKT ETF AT COST 365518818 435575162 ISHARES CORE US AGGREGATE BOND ETF AT COST 122065644 123484341 VANGUARD S&P 500 ETF AT COST 122924012 162045377 AV EQUIPMENT 2519 2519 0 0 FURNITURE AND EQUIPMENT 39675 39675 0 0 LEASEHOLD IMPROVEMENTS 19220 18385 835 835 FURNITURE AND EQUIPMENT 49 0 49 49 LEASEHOLD IMPROVEMENTS 1443 0 1443 1443 457(b) PLAN 156315 168156 347581 BENEFIT PLANS 8969 8872 8872 COMPUTER 25084 2258 22826 OFFICE INSURANCE 7846 706 7140 SUPPLIES 799 72 727 ORGANIZATION DUES 11696 446 11250 POSTAGE 299 27 272 REPAIRS AND MAINTENANCE 2444 220 2224 FURNITURE AND EQUIPMENT 1107 100 1007 TELEPHONE 2047 184 1863 MISCELLANEOUS 1949 174 1775 COMMISSION 2250 2250 0 GAIN ON STOCK GRANTS 40393147 457(b) PLAN 331 2983 BENEFIT PLANS 512 487 INVESTMENT FEES 321910 321910 0 BENEFIT CONSULTANTS 6498 585 5913 As of December 31, 2025 the Foundation owned 19,104,116 shares of The Coca-Cola Company common stock. These represent approximately .44% of the total 4.3 billion shares outstanding and 109% of the average daily trading volume. The fair value computed on the per-share price is not necessarily what the Foundation would receive if a significant portion of the stock were sold because of the Foundation's large holding. The Foundation engaged an independent valuation consultant who calculated a blockage discount factor of 1.87%. The average monthly fair value of the shares based on the per-share price was $1,448,499,361 and the blockage discount was $27,086,938.$1,448,499,361 @ 1.87% = $27,086,938 EXCISE TAX 4426200 0 0